Cascade Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Cascade Financial Partners’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.58M	Buy	72,923 +17,824	+32%	+$1.83M	0.66%	37
2026 Q1	$5.35M	Buy	55,099 +6,042	+12%	+$605K	0.55%	42
2025 Q4	$4.71M	Buy	49,057 +9,490	+24%	+$900K	0.48%	47
2025 Q3	$3.69M	Buy	39,567 +3,924	+11%	+$357K	0.42%	53
2025 Q2	$3.19M	Buy	35,643 +12,351	+53%	+$1.05M	0.38%	54
2025 Q1	$1.9M	Buy	+23,292	New	+$1.88M	0.24%	77
2024 Q4	–	Sell	-2,582	Closed	-$208K	–	249
2024 Q3	$208K	Hold	2,582	–	–	0.03%	234
2024 Q2	$202K	Buy	+2,582	New	+$205K	0.03%	228

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Cascade Financial Partners's EFA Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares MSCI EAFE ETF (EFA) stake by 32% in Q2 2026, buying an estimated $1.83M and bringing the position to 72,923 shares worth $7.58M. The position accounts for 0.66% of the portfolio, ranked #37.

Cascade Financial Partners first reported a position in EFA in Q2 2024 and has held it in 8 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Cascade Financial Partners held 72,923 shares of iShares MSCI EAFE ETF worth $7.58M as of Q2 2026.
Cascade Financial Partners bought 17,824 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.83M.
iShares MSCI EAFE ETF made up 0.66% of Cascade Financial Partners's portfolio in Q2 2026, its #37 holding.
Cascade Financial Partners first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.